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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,667 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $27,096 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,464 | $55,472-70.3% | $155,567-89.4% | $74,546-77.9% |
| Participation rate | 70.6% | 61.9%+8.7pp | 78.2%-7.6pp | 67.2%+3.4pp |
| Annual return | 15.19% | 268.72%-253.5pp | 64.74%-49.6pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $686 | $2,269-69.8% | $4,674-85.3% | $2,624-73.9% |
| Participant deferral / active EE | $5,498 | $2,838+93.7% | $5,628-2.3% | $4,347+26.5% |
| Admin fee / account holder | $245 | $1,743-85.9% | $15,916-98.5% | $1,944-87.4% |